Name: Lead Follow-Up
Author: MacMicro

Help Desk

Web and Video Conferencing

Customer Support

Changelog

Mind Mapping

Mobile App Development

Development

Business Intelligence (BI)

Collaboration

Corporate Performance Management (CPM)

Desktop Publishing

Enhanced 911 (E911)

Manufacturing Execution

Org Chart

Smart Spaces

VoIP

Enterprise

Accounting

Cryptocurrency Mining

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Course Authoring

Credentialing

HR Compliance

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Governance

Cloud Storage

Endpoint Encryption

Fraud Detection

HTML Editors

In-Memory Databases

Incident Response

Integration Platform as a Service (iPaaS)

Network Operating Systems

Network Performance Monitoring

Routers

SIP Trunking

Storage Area Network

System Monitoring

Technology Scouting Software

Traffic Switching

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Content Management

Content Marketing

Customer Reference Management

Data Management

Digital Signage

Email Marketing

Marketing Automation

Online Reputation Management

Social Login

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

Field Service Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Quote to Cash

Sales

Auto Repair

Emergency Notification

HIPAA Compliance

Home Health Care

Insurance Agency Management

Intelligent Document Processing

OSS/BSS (Operations Support/Business Support)

Retail Analytics

Smart Cities

Vertical-Specific

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Good Program for Marketing Automation: Several users have found Lead Follow-Up to be a reliable and effective program for marketing automation. It has been praised for its ability to handle different marketing steps and cater to companies of various sizes and industries.

Seamless Integration with Other Programs: Many reviewers appreciate that Lead Follow-Up easily integrates with other software, allowing for a smooth workflow. This integration capability saves time and effort by eliminating the need for manual data transfer between systems.

Excellent Customer Service: Users have consistently praised the customer service provided by Lead Follow-Up. The support team is described as helpful and knowledgeable, promptly resolving any issues that arise during the usage of the software.

Slow Performance: Some users have expressed that the software needs improvement in terms of speed and performance, suggesting that it may not be as efficient as desired.

Lack of Functionality: Several reviewers have mentioned that they would like to see additional features in the software in order for it to better compete with similar programs, indicating a perceived lack of functionality.

Difficult Initial Setup: Users have found the initial setup process to be somewhat challenging and requiring significant support, implying that there is room for improvement in streamlining and simplifying the configuration experience.

Lead Follow-Up is a versatile software solution that addresses various needs in workforce utilization and customer communication. Users have found the Email Reminder feature to be particularly effective in solving problems and improving customer communication. With this feature, users can efficiently manage their email correspondence and ensure timely follow-ups with customers. Additionally, Lead Follow-Up assists with marketing automation, ad management, contact management, and drip marketing, making it a comprehensive solution for various marketing needs. Users appreciate the ability to send time-delayed emails using Salesforce.com, which allows them to automate their email campaigns effectively.

The software's fair pricing and exceptional customer service have received positive feedback from users. They value the flexibility provided by Lead Follow-Up's rules for auto follow-up emails, which can be customized according to their specific requirements. Creating email templates is made easy with the HTML editor, enabling users to design professional-looking emails quickly. Should any issues arise during the implementation or use of the product, users have found the customer support team to be fast and helpful in resolving their concerns.

Additionally, Lead Follow-Up offers extra features like SMS messaging and the ability to send individual SMS messages with attachments. The product's unique and customizable nature further enhances its appeal among users seeking tailored solutions for their marketing needs. While some users have experienced occasional execution issues, such as rule failures or inconsistencies in template menus, they find that these minor setbacks do not outweigh the overall benefits of using Lead Follow-Up. Although configuring the program may take some time initially, users report that it ultimately delivers the desired results.

In comparison to other tools like Hubspot or Pardot, Lead Follow-Up stands out as a cost-effective alternative that offers all the necessary features for drip marketing. Customers appreciate the affordability of the software without compromising on functionality or support. Overall, Lead Follow-Up has proven to be an efficient solution for managing workforce utilization and enhancing customer communication through automated email campaigns and personalized follow-ups.

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Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

MacMicro

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.